SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $140,108,000 | +8.3% | 270,646 | +0.6% | 14.45% | -2.2% |
| Q3 2021 | $129,355,000 | -1.7% | 268,997 | +0.4% | 14.77% | -1.9% |
| Q2 2021 | $131,553,000 | +0.3% | 267,922 | -2.7% | 15.06% | -4.6% |
| Q1 2021 | $131,110,000 | +13.7% | 275,412 | +0.3% | 15.78% | +0.2% |
| Q4 2020 | $115,320,000 | +23.5% | 274,624 | -0.4% | 15.76% | +3.5% |
| Q3 2020 | $93,403,000 | +2.9% | 275,663 | -1.4% | 15.23% | -3.0% |
| Q2 2020 | $90,741,000 | +15.5% | 279,643 | -6.4% | 15.70% | -5.4% |
| Q1 2020 | $78,550,000 | -33.2% | 298,807 | -4.6% | 16.60% | -12.1% |
| Q4 2019 | $117,577,000 | +5.8% | 313,220 | -0.6% | 18.90% | -2.5% |
| Q3 2019 | $111,110,000 | -1.2% | 315,234 | -0.6% | 19.38% | -0.5% |
| Q2 2019 | $112,440,000 | +4.6% | 317,099 | +1.9% | 19.48% | +0.8% |
| Q1 2019 | $107,489,000 | +13.0% | 311,201 | -1.0% | 19.33% | -3.1% |
| Q4 2018 | $95,160,000 | -17.9% | 314,404 | -0.3% | 19.95% | -5.8% |
| Q3 2018 | $115,909,000 | +7.0% | 315,433 | +3.4% | 21.18% | +0.5% |
| Q2 2018 | $108,278,000 | +11.1% | 304,993 | +6.9% | 21.09% | +1.6% |
| Q1 2018 | $97,454,000 | +0.3% | 285,179 | -1.7% | 20.76% | +4.8% |
| Q4 2017 | $97,210,000 | – | 289,971 | – | 19.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 182,958 | $55,376,000 | 33.10% |
| Resource Management, LLC | 314,404 | $95,160,000 | 19.95% |
| Howard Capital Management Inc. | 33,544 | $10,093,000 | 14.43% |
| Spectrum Management Group, LLC | 129,456 | $39,182,000 | 13.70% |
| Portland Global Advisors LLC | 102,038 | $30,884,000 | 12.39% |
| RETIREMENT INCOME SOLUTIONS, INC | 62,549 | $18,932,000,000 | 12.26% |
| Legacy Advisors, LLC | 51,087 | $15,463,000 | 11.73% |
| Arvest Bank Trust Division | 480,406 | $145,405,000 | 11.58% |
| Tiller Private Wealth, Inc. | 42,922 | $12,991,000 | 11.41% |
| Freedom Investment Management, Inc. | 465,783 | $140,978,000 | 10.96% |